While the proposal has no legal effect, the vote opens the door to a new debate over ramping up taxes on the rich.

Advisors who are experts at helping clients accumulate wealth may lack knowledge about the retirement income phase.

One tax expert from Kitces.com says it's now quite likely that the current estate tax exemption will be extended.

The new administration is likely to pull back on Biden-era measures affecting health insurers, drug prices and public-health ...

The market is more focused on the positive aspects of Trump's agenda with less concern on tariff impacts and wider policy ...

A strong economy and retiring baby boomers pushed U.S. individual annuity sales to $115 billion in the third quarter, up 29% ...

With Donald Trump's win of the presidency Tuesday, political watchers say one of his top priorities will be making his ...

Twenty-one tax-related measures were on state ballots on Nov. 5, giving voters an opportunity to decide important questions ...

For communities with populations between 25,000 and 99,999, AARP assessed such areas as housing, neighborhood, transportation ...

T. Rowe sees attractive opportunities to managed more fixed income assets for life insurers, Sharps said. The company has also developed a lifetime income feature for 401 (k) plan account users that ...

The U.S. Securities and Exchange Commission recently complied with a new federal law by agreeing to let insurers register registered index-linked annuities, or RILA contracts, and other market-linked ...

Trump has vowed to cut the corporate tax rate, eliminate 10 regulations for every new one and fire some financial regulators.